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Mr. Sune H. Sorensen AKA The Librarian Profile picture
@LibrariumViews
Feb 2, 2020 • 16 tweets • 19 min read • Read on X
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Interesting overview on 'Great power resource competition in a changing climate' from @NewAmerica with plenty of #FoodForThought: newamerica.org/resource-secur… Some takeaways..(1/16) Image
2/16 Key findings - #US & #China resource competition in a world in flux...#GlobalTrends #GeoStrategy #Energy #Agriculture #ClimateChange #NationalSecurity ImageImage
3/16 Overview of 'Key metal and mineral resources in the #US & #China competition...#StrategicMaterials #Lithium #Cobalt #Palladium #Niobium #Rhodium #RareEarths Image
4/16 Overview of #US resource scores for key nations of reliance...#GeoStrategy #NationalSecurity Image
5/16 Overview of #US resource reliance and national power....#Canada #Mexico #China Image
6/16 Overview of #China's resource reliance scores..#NationalSecurity #GeoStrategy Image
7/16 Overview of #China's resource reliance and national power dynamics..#Brazil #Russia #Indonesia Image
8/16 #China & #US resource reliance - Overlapping interests...#GeoStrategy Image
9/16 Overview of top resource suppliers for the #US & #China...#GeoStrategy #NationalSecurity Image
10/16 Overview of key sources of strategic resources for the #US & #China....#GeoStrategy Image
11/16 #StrategicMinerals - #Lithium & #Cobalt demand... Image
12/16 Overview of global #Lithium production, reserves and identified resources...#StrategicMaterials competition #US & #China Image
13/16 Overview global #Cobalt production & reserves...#StrategicMaterials #US #China competition... Image
14/16 Overview of projected scenarios for global projected crop yields under different #ClimateChange scenarios..#FoodSecurity #WaterInsecurity #Migration #Agriculture #StrategicMaterials Image
15/16 Overview of overseas #FarmLand acquired by Chinese companies since 2006...#StrategicMaterials #FoodSecurity #NationalSecurity #China Image
16/16 "Imports to the #US & #China account for 1/4th of the world's trade in resources." - Wht will a potential #decoupling mean? How will #ClimateChange affect things? Who is best prepared? What nations will b the winners & losers from these dynamics...#GlobalTrends #GeoStrategy Image

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More from @LibrariumViews

Mr. Sune H. Sorensen AKA The Librarian Profile picture
Dec 18, 2021
The slides from a presentation I did recently on seeking to understanding and #insight in today's world...(1/30) #Thread Image
2/30 Image
3/30 Image
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Mr. Sune H. Sorensen AKA The Librarian Profile picture
Sep 22, 2020
The CBO has dropped the '2020 long-term budget outlook' - It's not pretty...cbo.gov/system/files/2… #US #USeconomy #Debt #FiscalMonetaryMelt #Macro #Risk Some take aways...(1/5)
2/5 #US federal #deficits, #debt, spending & revenues...#Macro #Risk ImageImageImageImage
3/5 #US looking for some revenues...#tax bracket creep...An attempt at some humour; modelling potential cuts to deficit to keep debt equal to 100% of GDP...Consequences of rising #debt & some historic context...#Deficits 2020-2030...#Macro #Risk ImageImageImageImage
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Mr. Sune H. Sorensen AKA The Librarian Profile picture
Sep 14, 2020
The Tower of Basel dropped the 'Quarterly Review: International banking & financial market developments' so I loaded up on espresso & blueberries & dove in2 this trove of soothing CB lingo mixed with some Sufi wisdom & colourful illlus: bis.org/publ/qtrpdf/r_… Some takeaways 1/5
2/5 Riddle me this; "Stock markets rebound unevenly amid downgraded earnings expectations." & "Corp #credit spreads tighten despite indications of persistently high credit #risk" & "funding costs for #EM sovs drop despite weak pf inflows." ImageImageImageImage
3/5 Heads up: "Firms desired leverage can be excessive if companies do not account for all financial distress costs..." "Share buybacks rose just as valuations began to rise..." & "#Credit #risk rose with leverage but it only revealed itself during market stress..." ImageImageImageImage
Read 6 tweets
Mr. Sune H. Sorensen AKA The Librarian Profile picture
Sep 6, 2020
WIPO has published their +400 page 'Global #Innovation Index 2020: Who will finance innovation report out...full of insights...here are a few key takeaways...(1/3) Bracing for a downturn & impact from the economic slowdown... ImageImage
2/3 #VC penetration in select economies...The global leaders in #innovation by nations...The top #Science & #Technology clusters globally...Rising innovation achievers...#InvestingInInnovation ImageImageImageImage
3/3 Top R&D spending by sector as share of global top R&D spenders...Top R&D spending firm by sector...Share of global #VC inv by sector...The positive relationship between #innovation & development... ImageImageImage
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Mr. Sune H. Sorensen AKA The Librarian Profile picture
Aug 28, 2020
Get the weekend started right...

Shot... Image
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Another shot... Image
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Mr. Sune H. Sorensen AKA The Librarian Profile picture
Aug 9, 2020
@McKinsey_MGI has a report out titled; '#Risk, resilience & rebalancing in global value chains' it holds some good insights into trends in #GlobalTrade...Here are some takeaways...1/4 Large companies has global #SupplyChains w. 1000s of suppliers, disruption risks varies...
2/4 #Globalisation has been changing in the last decade, sector concentration varies between industries, poten. losses from #SupplyChain disruptions can be as high as 42% of 1 years EBITDA..Supply chain #shocks are becoming more frequent & severe...
3/4 Overviews of global production distribution of select industries - #Automotive, #Semiconductor & #Pharma...Concentration can be a key source of vulnerability...#SupplyChains #Risk #Macro #GlobalTrade
Read 4 tweets

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